Heritage Trust, a subsidiary of Argent Financial Group, announced that it has hired Brooke Henderson as vice president, relationship manager.
Henderson will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. She will report directly to Michael Romero, president.
“Heritage Trust Company is excited to welcome our most recent addition,” said Romero. “Brooke brings 14 years of experience in a variety of fields — including legal, financial planning, trust fund management and relationship management. We believe her diverse experience and expertise are ideal for serving client needs.”
Henderson previously served as an associate attorney at Berman & Rabin, P.A., where she focused on consumer debt collection.
“I am looking forward to joining the Heritage team in Oklahoma City,” said Henderson. “Heritage Trust offers a customized client experience, and I appreciate the thoughtful and objective way that they work with clients. I am excited for the opportunity to learn, serve and grow among the talented individuals at Heritage Trust Company.”
Henderson received her Bachelor of Arts in Psychology from the University of Central Oklahoma and her Juris Doctor from Oklahoma City University School of Law. She has also received a certification from the College of Financial Planning’s Professional Education Program.
About Heritage Trust Company
Heritage Trust Company offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the United States and several countries around the world. Both Heritage and AmeriTrust are part of Argent Financial Group, a leading, independent, fiduciary wealth management firm with responsibility for more than $37 billion in client assets. For more information, visit www.HeritageTrust.com.
